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Woodard & Company Asset Management Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Woodard & Company Asset Management Group’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$620K Sell
2,266
-1
-0% -$266 0.09% 83
2026
Q1 		$536K Hold
2,267
– – 0.09% 81
2025
Q4 		$569K Sell
2,267
-78
-3% -$19.4K 0.09% 79
2025
Q3 		$572K Sell
2,345
-6
-0.3% -$1.4K 0.09% 74
2025
Q2 		$529K Hold
2,351
– – 0.1% 72
2025
Q1 		$473K Sell
2,351
-53
-2% -$11.3K 0.1% 76
2024
Q4 		$511K Sell
2,404
-37
-2% -$7.87K 0.11% 67
2024
Q3 		$504K Sell
2,441
-32
-1% -$6.38K 0.11% 63
2024
Q2 		$488K Sell
2,473
-23
-0.9% -$4.33K 0.12% 61
2024
Q1 		$466K Sell
2,496
-3,778
-60% -$674K 0.12% 59
2023
Q4 		$1.06M Sell
6,274
-55
-0.9% -$8.74K 0.31% 45
2023
Q3 		$961K Buy
6,329
+49
+0.8% +$7.72K 0.33% 41
2023
Q2 		$983K Hold
6,280
– – 0.33% 44
2023
Q1 		$899K Sell
6,280
-32
-0.5% -$4.43K 0.31% 45
2022
Q4 		$836K Buy
6,312
+1
+0% +$134 0.3% 47
2022
Q3 		$788K Hold
6,311
– – 0.36% 45
2022
Q2 		$832K Sell
6,311
-390
-6% -$55.8K 0.34% 44
2022
Q1 		$1.07M Sell
6,701
-181
-3% -$28.4K 0.45% 35
2021
Q4 		$1.16M Sell
6,882
-382
-5% -$62.3K 0.55% 30
2021
Q3 		$1.11M Sell
7,264
-269
-4% -$42.3K 0.68% 24
2021
Q2 		$1.15M Sell
7,533
-1,187
-14% -$176K 0.69% 26
2021
Q1 		$1.22M Sell
8,720
-2,171
-20% -$298K 0.78% 27
2020
Q4 		$1.45M Sell
10,891
-1,291
-11% -$163K 0.89% 21
2020
Q3 		$1.46M Sell
12,182
-1,057
-8% -$125K 0.96% 17
2020
Q2 		$1.45M Sell
13,239
-148,655
-92% -$15.4M 0.98% 15
2020
Q1 		$14.7M Sell
161,894
-12,511
-7% -$1.33M 10.58% 2
2019
Q4 		$19.5M Sell
174,405
-252
-0.1% -$26.9K 11.73% 2
2019
Q3 		$18M Buy
+174,657
New +$17.9M 11.45% 2

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Woodard & Company Asset Management Group's MGC Position: Q2 2026 in Review

Woodard & Company Asset Management Group reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.04% in Q2 2026, selling an estimated $266 and leaving 2,266 shares worth $620K. The position accounts for 0.09% of the portfolio, ranked #83.

Woodard & Company Asset Management Group first reported a position in MGC in Q3 2019 and has held it in 28 quarters since. The position peaked at $19.5M in Q4 2019. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Woodard & Company Asset Management Group held 2,266 shares of Vanguard Morningstar Mega Cap ETF worth $620K as of Q2 2026.
  • Woodard & Company Asset Management Group sold 1 Vanguard Morningstar Mega Cap ETF share in Q2 2026, an estimated $266.
  • Vanguard Morningstar Mega Cap ETF made up 0.09% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #83 holding.
  • Woodard & Company Asset Management Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • Woodard & Company Asset Management Group's Vanguard Morningstar Mega Cap ETF position peaked at $19.5M in Q4 2019.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.